See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,915 | $99,652-90.1% | $78,778-87.4% | $147,584-93.3% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 8.93% | 47.28%-38.4pp | 35.62%-26.7pp | 578.55%-569.6pp |
| Employer contribution / active EE | $473 | $2,796-83.1% | $1,986-76.2% | $4,876-90.3% |
| Participant deferral / active EE | $481 | $3,664-86.9% | $2,958-83.8% | $5,439-91.2% |
| Admin fee / account holder | $319 | $7,155-95.5% | $5,134-93.8% | $10,885-97.1% |